Help Setting up Salesforce
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Post a project like this3137
£250(approx. $313)
- Posted:
- Proposals: 11
- Remote
- #879266
- Awarded
WordPress,VirtualAssistants,AdminSupport,WebResearch,Excel,DataEntry,SEO, Backlink,Keyword Research(LongTailPro),EmailMarketing,Mailchimp,GetResponse,Product Listing (Amazon,Ebay,WooCommerce,Shopify)
Dhaka
ReactJS | AngularJS | Node.js | Magento | WordPress | PHP | HTML5 | CodeIgniter | Laravel
Bhavnagar
Salesforce Certified Developer|⚡️Lightning| LWC| Administrator| Integration Expert
Nottingham
Drupal | Wordpress | Joomla | Codeigniter | PHP| HTML | CSS | PSD-to-HTML Professional
Haridwar
83115363969393552491029523770678693707953725030100357410177141027864
Description
Experience Level: Expert
General information for the business: We sell electric vehicle charge points
Kind of development: Customization of existing program
Platform: Salesforce
Description of requirements/functionality: Brand our salesforce page:
Put our logo in the top left.
Put it in POD Point’s brand’s colour
Set a trigger which does the following when a quote pdf is emailed to a customer:
Set quote to “Presented”
Put in a follow up request in 3 days time
Set a trigger: When a quote is created
set the Opportunity Amount to the Sub Total value of the quote
Set a trigger: When a quote is accepted:
set the Opportunity Amount to the Sub Total value of the quote
Set the Opportunity Probability to 100%
Set the Opportunity Stage to Won
Set a validation on Opportunity:
A single quote must be marked accepted before an opportunity stage can be set to Won.
Check quotes are valid
Quotes must have data and shipping included on them to be valid.
When we create a new contact
Field “Contact Marketing Focus” inherits from Accounts/Account Marketing Focus, unless the user overrides it.
Extra notes:
Kind of development: Customization of existing program
Platform: Salesforce
Description of requirements/functionality: Brand our salesforce page:
Put our logo in the top left.
Put it in POD Point’s brand’s colour
Set a trigger which does the following when a quote pdf is emailed to a customer:
Set quote to “Presented”
Put in a follow up request in 3 days time
Set a trigger: When a quote is created
set the Opportunity Amount to the Sub Total value of the quote
Set a trigger: When a quote is accepted:
set the Opportunity Amount to the Sub Total value of the quote
Set the Opportunity Probability to 100%
Set the Opportunity Stage to Won
Set a validation on Opportunity:
A single quote must be marked accepted before an opportunity stage can be set to Won.
Check quotes are valid
Quotes must have data and shipping included on them to be valid.
When we create a new contact
Field “Contact Marketing Focus” inherits from Accounts/Account Marketing Focus, unless the user overrides it.
Extra notes:
Erik F.
100% (18)Projects Completed
5
Freelancers worked with
5
Projects awarded
31%
Last project
19 Jul 2016
United Kingdom
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